OLIO Financial Planning

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    mclean, VA
  • CIK
    0001906766
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

59

$289.33M
VTV, DFUS, VEA, FBND
13F-HR
Apr 11, 2025
000108514625002064

59

$284.71M
VTV, DFUS, VTI, VEA
13F-HR
Jan 21, 2025
000108514625000386

52

$237.67M
VTI, VEA, BIV, VTV
13F-HR
Oct 16, 2024
000108514624004925

52

$237.12M
VTI, VEA, BIV, VTV
13F-HR
Jul 12, 2024
000108514624002947

52

$237.67M
VTI, VEA, BIV, VTV
13F-HR
Apr 16, 2024
000108514624001805

52

$238.78M
VTI, VEA, BIV, VTV
13F-HR
Jan 10, 2024
000108514624000184

53

$213.00M
VTI, VEA, BIV, VTV
13F-HR
Oct 19, 2023
000108514623003784

47

$210.97M
VTI, VEA, BIV, VTV
13F-HR
Jul 14, 2023
000108514623002700

42

$193.36M
VTI, BIV, VEA, VTV
13F-HR
Apr 11, 2023
000108514623001633

41

$184.04M
VTI, BIV, VTV, VEA
13F-HR
Jan 13, 2023
000108514623000131

42

$168.42M
VTI, BIV, VTV, VEU
13F-HR
Oct 19, 2022
000108514622003479

43

$178.12M
VTI, VEU, BIV, VTV
13F-HR
Jul 15, 2022
000108514622002410

47

$174.93M
VTI, VEU, VTV, BIV
13F-HR
Apr 21, 2022
000108514622001480

41

$168.35M
VTI, VEU, VTV, BIV
13F-HR
Jan 31, 2022
000108514622000389